CrowdStrike (CRWD) CEO George Kurtz Sells $2.6M of Stock
Key Points
- George Kurtz, President and CEO, sold 10,000 shares at an average price of $260.64, totaling approximately $2.6 million.
- After the trade, George Kurtz holds 7,381,504 $CRWD shares, down 0.14% from before the trade.
- CrowdStrike shares recently traded around $268.02, up about 2.4% since the October 26 closing price of $261.83.
- CrowdStrike has a market cap of about $268.1 billion and is set to report earnings on December 1, 2026.
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George Kurtz, President and CEO of CrowdStrike Holdings, Inc. (CRWD), sold 10,000 shares on October 26, 2026, for approximately $2.6 million. This sale was reported in a Form 4 filing with the SEC. After this transaction, Kurtz owns about 7.4 million shares of the company, cutting his stake by about 0.14%.
CRWD
CrowdStrike Holdings, Inc.
Other Institutional Activity in CrowdStrike
Several other institutional investors have been active in CrowdStrike recently. Simon Quick Advisors increased its holdings by 5,052 shares, bringing its total to 5,812 shares worth about $1.5 million. Lanark Financial grew its stake by 6,628 shares, ending with 8,794 shares valued at approximately $2.3 million. Capital Investment Advisors added 9,998 shares, resulting in a total of 13,329 shares worth about $3.5 million. Mutual of America Capital Management expanded its position by 82,083 shares, holding 109,679 shares valued at about $29 million. NTV Asset Management also increased its stake by 7,114 shares, totaling 9,257 shares worth about $2.5 million.
CrowdStrike Holdings, Inc. Stock Up 4.1%
CrowdStrike shares closed at $261.83 on October 26, 2026, and have since traded recently around $268.02. The stock is currently above its 50-day moving average by about 13.7% and is up 63.1% compared to its 200-day average. However, it remains about 6.6% below its 52-week high of $286.99.
Recent Earnings
In its most recent earnings report, CrowdStrike posted trailing twelve-month revenue of approximately $5.4 billion, reflecting a year-over-year growth of 25.8%. The company reported a net margin of 0.8% and a return on equity of 1.5%. The next earnings report is scheduled for December 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
29 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
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Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
29 target raises, 1 target cut.
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Earnings quality
Gross margin up 1.5 points. Operating margin up 9.1 points. Positive free cash flow.
Earnings Call Summary
CrowdStrike delivered record results with net new ARR of $221 million and ending ARR of $4.66 billion, up 20 percent year over year. The company beat all guided metrics, driven by artificial intelligence demand and strong Falcon Flex adoption with over 1,000 customers. Management announced the acquisition of ONEM to enhance next-generation SIEM with faster data processing and lower costs, positioning them for accelerated growth.
Guidance The company expects revenue between $4.7495 and $4.8055 billion for the full year, growing 20 to 22 percent. They guided for net new ARR to grow at least 40 percent in the second half and aim to exceed $5 billion in ending ARR by year-end.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
Before this recent sale, George Kurtz had made several trades in October. On October 12, he sold 28,920 shares, followed by another sale of 20,000 shares on October 16, and a further 20,000 shares on October 20. Johanna Flower, a Director, also sold 9,896 shares on October 16. These transactions occurred before Kurtz's recent planned sale on October 26.
Analysts Set New Price Targets
Analysts have maintained a positive outlook on CrowdStrike. On October 14, Freedom Broker and BTIG both maintained their "Buy" ratings, with price targets of $320.00 and $312.00, respectively. Citigroup also kept its "Buy" rating with a target of $295.00 on October 15. Keybanc rated the stock "Overweight" with a target of $265.00 on October 16, and Mizuho maintained an "Outperform" rating with a target of $275.00 on October 22. The overall consensus is a "Buy" with a mean target price of $247.25 from 50 analysts.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cybersecurity solutions globally. It offers a cloud-based platform that protects endpoints, cloud workloads, identities, and data through a software-as-a-service model. This latest insider sale comes as the company continues to see strong growth in revenue and maintains a solid market presence.
Bottom Line
Investors will be watching CrowdStrike closely as it approaches its next earnings date on December 1, 2026. The recent insider selling by Kurtz may raise questions, but the company's strong growth metrics and positive analyst ratings suggest continued interest in its stock.
Related Filing Alerts
Source: George Kurtz's Form 4 filing on $CRWD (Oct 26, 2026). Written by software, not financial advice. How we make alerts